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SBR

Sabine Royalty Trust

136 hedge funds and large institutions have $132M invested in Sabine Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 127136 (+9)

1% more capital invested

Capital invested by funds: $130M → $132M (+$1.74M)

0.37% more ownership

Funds ownership: 13.17%13.55% (+0.37%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
33
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
51
Verdence Capital Advisors
Maryland
$700K
EWA
52
Exencial Wealth Advisors
Oklahoma
$688K
BB
53
Burford Brothers
Texas
$674K +$9.33K +142 +1%
FSA
54
Franklin Street Advisors
North Carolina
$672K
SOW
55
State of Wyoming
Wyoming
$620K +$22.3K +340 +4%
RWP
56
RWA Wealth Partners
Massachusetts
$613K -$10.8K -165 -2%
EFS
57
Essex Financial Services
Connecticut
$613K -$15K -229 -2%
Brown Advisory
58
Brown Advisory
Maryland
$607K -$19.7K -300 -3%
CIC
59
Chilton Investment Company
Connecticut
$605K
IFG
60
Independent Financial Group
California
$579K -$854 -13 -0.1%
STA
61
Summit Trail Advisors
New York
$567K +$558K +8,500 New
CIC
62
Carnegie Investment Counsel
Ohio
$501K +$13.6K +207 +3%
State Street
63
State Street
Massachusetts
$482K +$19.1K +290 +4%
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$467K
Corient Private Wealth
65
Corient Private Wealth
Florida
$459K
PTC
66
Private Trust Company
Ohio
$453K
HighTower Advisors
67
HighTower Advisors
Illinois
$442K -$5.32K -81 -1%
BF
68
BOK Financial
Oklahoma
$433K
Lazard Asset Management
69
Lazard Asset Management
New York
$418K +$1.71K +26 +0.4%
Ameriprise
70
Ameriprise
Minnesota
$415K -$69.4K -1,056 -15%
HH
71
Hilltop Holdings
Texas
$412K +$4.99K +76 +1%
HIC
72
Holderness Investments Company
North Carolina
$399K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$395K +$27.9K +425 +8%
1WM
74
1900 Wealth Management
Texas
$393K
CFO
75
Custos Family Office
Texas
$371K

SBR Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sabine Royalty Trust (SBR) for Q2 2025, worth a combined $132M — up 1.3% from $130M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SBR positions and 6 closed out — a net gain of 9 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Americana Partners, opening a new position worth an estimated $2.44M. The largest seller was Fayez Sarofim & Co, cutting an estimated $6.02M.

  • 136 institutional investors held Sabine Royalty Trust (SBR) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $132M of Sabine Royalty Trust stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 15 funds opened new Sabine Royalty Trust positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest Sabine Royalty Trust buyer in Q2 2025 was Americana Partners, an estimated $2.44M added.
  • The largest Sabine Royalty Trust seller in Q2 2025 was Fayez Sarofim & Co, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.